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AQGNX vs FWGIX
AQGNX vs FWGIX Comparison
Open Charts AQGNX vs FWGIX
AQR Global Equity N
Price$11.80
Change+$0.11 (+0.94%)
VolumeN/A
Net Assets455.41M
American Funds Capital World Gr&Inc F3
Price$70.43
Change+$0.79 (+1.13%)
VolumeN/A
Net Assets132.68B
AQGNX vs FWGIX Comparison Chart in %
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AQGNX vs. FWGIX commentary
Jun 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AQGNX is a StrongBuy and FWGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 133B vs. AQGNX (455M). FWGIX pays higher dividends than AQGNX: FWGIX (1.85) vs AQGNX (1.68). AQGNX was incepted earlier than FWGIX: AQGNX (16 years) vs FWGIX (8 years). AQGNX (1.09) is less costly to investors than FWGIX (0.41). AQGNX is a more actively managed with annual turnover of: 121.00 vs. FWGIX (27.00). AQGNX has a lower initial minimum investment than FWGIX: AQGNX (2500) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 9.51 vs. AQGNX (8.48). AQGNX return over 5 years is better than : 63.16 vs. FWGIX (57.70).
| AQGNX | FWGIX | AQGNX / FWGIX | |
| Total Expense Ratio | 1.07 | 0.41 | 261% |
| Annual Report Gross Expense Ratio | 1.09 | 0.41 | 266% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 12.947 | 11.978 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 133B | 0% |
| Annual Yield % from dividends | 1.68 | 1.85 | 91% |
| Returns for 1 year | 8.48 | 9.51 | 89% |
| Returns for 3 years | 47.27 | 46.18 | 102% |
| Returns for 5 years | 63.16 | 57.70 | 109% |
| Returns for 10 years | 62.03 | N/A | - |